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Danielle_Wong
Danielle_Wong
Community Manager
March 11, 2016
Solved

Updating Lead Assignment

  • March 11, 2016
  • 2 replies
  • 2436 views

I have a new lead owner that needs to receive all leads that a previous user would normally receive. Where do i go to update this?

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Best answer by Grégoire_Miche2

Hi Danielle,

Then look at this web form program to see whether a change owner or a Sync lead to SFDC flow step

There is no out-of-the-box answer to this question. It will take some deep dive into the lead history on SFDC side or the activity log on the Marketo side.

On SFDC, it can also be the assignment rules that are ill-configured or a workflow that fires and changes the assignment.

-Greg

2 replies

Dan_Stevens_
Dan_Stevens_
New Participant
March 11, 2016

It depends which CRM platform you integrate with.  If it's SFDC, you can change the lead owner in Marketo.  If it's MS Dynamics, and a lead owner already exists, you must do this in CRM for it to sync back over to Marketo.

Danielle_Wong
Danielle_WongAuthor
Community Manager
March 11, 2016

We had updated it in SFDC a few weeks ago. And it's still assigning leads in a certain territory to the wrong person.  So we're thinking it's on the Marketo side because it's a web form completion that keeps being assigned to the wrong person.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
March 11, 2016

Hi Danielle,

Then look at this web form program to see whether a change owner or a Sync lead to SFDC flow step

There is no out-of-the-box answer to this question. It will take some deep dive into the lead history on SFDC side or the activity log on the Marketo side.

On SFDC, it can also be the assignment rules that are ill-configured or a workflow that fires and changes the assignment.

-Greg

Grégoire_Miche2
Grégoire_Miche2
New Participant
March 11, 2016

Hi Danielle,

This really depends on how your Marketo instance was set up. Normally, it should be centralized in Lead Lifecycle programs, but if it has not been done correctly, it could be anywhere.

I might also be done in your CRM.

The best place to start would be to look at a few leads that were recently assigned to the previous owner, look into that lead's activity log and see if there is a smart campaign that does the assignment.

-Greg

Danielle_Wong
Danielle_WongAuthor
Community Manager
March 11, 2016

I took a look, and doesn't seem like I have any programs that assigns leads to our sales team. So there isn't a settings area where I can update lead assignments?

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